SPDR SER TR's ticker is SPMD and the CUSIP is 78464A847. A total of 279 filers reported holding SPDR SER TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,461 | -4.2% | 193 | +0.5% | 0.00% | – |
| Q2 2023 | $8,831 | +4.9% | 192 | 0.0% | 0.00% | – |
| Q1 2023 | $8,420 | +3.8% | 192 | +0.5% | 0.00% | – |
| Q4 2022 | $8,112 | +15.9% | 191 | +0.5% | 0.00% | – |
| Q3 2022 | $7,000 | -12.5% | 190 | +0.5% | 0.00% | – |
| Q2 2022 | $8,000 | -75.0% | 189 | -72.2% | 0.00% | -100.0% |
| Q1 2022 | $32,000 | +255.6% | 679 | +261.2% | 0.00% | – |
| Q4 2021 | $9,000 | 0.0% | 188 | +0.5% | 0.00% | – |
| Q3 2021 | $9,000 | 0.0% | 187 | +0.5% | 0.00% | – |
| Q2 2021 | $9,000 | 0.0% | 186 | 0.0% | 0.00% | – |
| Q1 2021 | $9,000 | -30.8% | 186 | -43.6% | 0.00% | -100.0% |
| Q4 2020 | $13,000 | +116.7% | 330 | +78.4% | 0.00% | – |
| Q3 2020 | $6,000 | 0.0% | 185 | +0.5% | 0.00% | – |
| Q2 2020 | $6,000 | +20.0% | 184 | +0.5% | 0.00% | – |
| Q1 2020 | $5,000 | -28.6% | 183 | +0.5% | 0.00% | -100.0% |
| Q4 2019 | $7,000 | -36.4% | 182 | -43.7% | 0.00% | 0.0% |
| Q3 2019 | $11,000 | +83.3% | 323 | +78.5% | 0.00% | 0.0% |
| Q2 2019 | $6,000 | 0.0% | 181 | +0.6% | 0.00% | 0.0% |
| Q1 2019 | $6,000 | +20.0% | 180 | +0.6% | 0.00% | – |
| Q4 2018 | $5,000 | -16.7% | 179 | +0.6% | 0.00% | -100.0% |
| Q3 2018 | $6,000 | 0.0% | 178 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $6,000 | -83.3% | 178 | -62.5% | 0.00% | -94.7% |
| Q2 2013 | $36,000 | – | 475 | – | 0.02% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TIEDEMANN ADVISORS, LLC | 5,749,413 | $251,766,845 | 10.80% |
| Atlas Private Wealth Advisors | 1,256,553 | $55,024,616 | 10.40% |
| Syntegra Private Wealth Group, LLC | 1,355,649 | $59,363,854 | 9.32% |
| Pachira Investments Inc. | 184,894 | $8,096,510 | 9.09% |
| WALLER FINANCIAL PLANNING GROUP, INC | 685,362 | $30,012,007 | 8.73% |
| Measured Wealth Private Client Group, LLC | 467,583 | $20,475,472 | 8.23% |
| Bridgeworth, LLC | 1,680,488 | $73,588,555 | 8.13% |
| RESTON WEALTH MANAGEMENT LLC | 342,372 | $14,992,448 | 7.57% |
| First International Bank & Trust | 438,801 | $19,215,096 | 6.92% |
| Peterson Wealth Advisors, LLC | 581,770 | $25,475,687 | 6.84% |